Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Today, we are joined by Marty Shenkman of Shenkman Law based in New York, who spoke on the topic of "Post-Election: The New World of Estate Planning.”

This episode will cover what people should be doing with respect to estate planning with a new President in the White House. Will the 2026 reduction in the exemption happen and if so what planning should be done (hint – much of the planning done is less than optimal). But planning only for 2026 misses a critical aspect of estate planning and may leave your plan lacking (hint – we live in the most litigious society and that is not changing). What other issues should be considered: Corporate Transparency Act filings, Buy Sell Agreement updates, failure to address Powell issues, and more!

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1)  Talking points: 7 Predictions For The Year-Ahead

2)  This week’s quote is from Viktor Frankl.

3)  I’m a Jew that lives in the Midwest and can’t understand why someone would live in NY or LA? The costs are astronomical, and you get way more for your money in the heartland. What am I missing?

4)  My family’s financial advisor swears by a “dividend growth” strategy where he exclusively buys stocks that have a history of growing their dividends. Is this a sound approach?

5)  My daughter is getting married soon. Is it bad if I take out $75,000 in a home equity loan to pay for the wedding?

6)  What’s one piece of advice you would give to the average recent college graduate in the frum community about personal finances?

7)  Can I wear a finance bro vest if I work in another field?

8)  Timely & Actionable Idea: Automation

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Boaz Feinberg a Partner at Tel Aviv based law firm, Arnon, Tadmor-Levy and he will discuss “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?”.

This program will cover international tax law for new immigrants residing (or planning to reside) in Israel. Some of the topics discussed will include: 1) The recent changes in international taxation rules in Israel 2) Recap of current tax rules in Israel relating to immigration 3) Discussion on the ever-evolving rules regarding American trusts.

***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA ***

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: Financial Planning Lessons To Empower Future Generations And Avoid Family Conflict

2.   This week’s quote is from Leonardo da Vinci.

3.   Are the Democrats better for the economy than Republicans since over the past year the market has hit multiple all-time highs?

4.   What happens to my Health Savings Account (HAS) account when I die?

5.   A friend reached out to me about her mom who isn’t doing well and her dad is trying to make sense of her finances. This includes arranging for an aid and making sense of her various annuities, retirement accounts, etc. Any advice where to start?

6.   With the Fed lowering rates this week, should I rethink my money market funds position?

7.   The investment firm I work with pays nothing on my cash. Any suggestion on how to get a better return on this money if I don’t want to move the funds to another firm?

8.   Timely & Actionable Idea: Roth IRA Conversions

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Amy C. O’Hara, Esq., CELA a Partner at Littman Krooks LLP based in Westchester, NY. Amy will be speaking on the topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”

This program will detail the basic rules of eligibility for these public benefits programs, including how to apply and whether any income and asset limit rules apply for each benefit.

***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: The Oldest And Most Effective Financial Planning Strategy

2.   This week’s quote is from Jim Carrey.

3.   Should I buy a home or invest in my 401k?

4.   I’ve had two relatives ask to borrow money (one for a medical bill and another to help with a down payment). I have the money but want to be sure they view it as a real loan, not a gift. What’s your advice on how to handle this?

5.   I am moving my father into an independent living community and I’ve made a budget based on his current assets. Most of his retirement money is in mutual funds. I want to liquidate his investments and move them to somewhere stable that will still gain some interest and results in the least amount of taxes. What do you recommend?

6.   I’m searching for someone to manage my money. My local bank seems to be the most seamless because my checking account is there. Your thoughts on working with a local branch instead of a wealth management firm.

7.   How effective is back testing to determine if a portfolio makes sense?

8.   I filled out a risk tolerance questionnaire with my advisor and it came out that I was aggressive. But my performance has not been that high even though I took a lot of risk. What do you think my advisor is doing wrong?

9.   I’m renting out a single family home in another state. I’m debating selling the home and investing it in the market, but how do I calculate where I would get a better return?

10. I put most of my net worth in one investment. I was advised not to. Of course it went down by 70%. My advisor told me I should sell it and move on. What do you recommend?

11. I handle our personal finances and my spouse has no clue about anything related to this matter. Is that acceptable?

12. Timely & Actionable Idea

***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (New York time) featuring, Boaz Feinberg from the law firm Arnon Tadmor Levy based in Tel Aviv and he will be speaking on the topic of “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?” Register: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, Jonathan will cover “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End.”

This episode will cover a variety of financial planning topics related to year-end planning. The goal is for listeners to pick up at least a nugget or two to apply to their own life or practice before the end of 2024. Material covered includes timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the sunset of the Tax Cuts and Jobs Act, ideas for our current interest rate environment, and impact of the 2024 presidential election.

***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (EST) featuring Boaz Feinberg a Partner at Arnon, Tadmor-Levy based in Tel Aviv. Boaz will be speaking on “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?” Register here: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Krista Fenske an attorney at law firm Cole Schotz P.C. based in Hackensack, NJ. Krista will be speaking on the topic of “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors.”

This program will cover a topic clients often inquire about, which is whether placing assets in a trust is advisable from an estate and tax planning standpoint. While there are many different types of trusts that are available, not all trusts may be suitable for a client’s specific estate plan, needs and goals. This discussion will focus on providing clarification with respect to the myriad of different trusts, the primary purpose of each, and factors to be considered in determining which type of trust is best-suited to a specific client.

***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (EST) featuring Boaz Feinberg a Partner at Arnon, Tadmor-Levy based in Tel Aviv. Boaz will be speaking on “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?”  Register here: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1.   Talking points: Where Do I Park My Cash Now That Rates Are Falling?

2.   This week’s quote is from Seth Klarman.

3.   My advisor is a strong proponent of alternative investments, and wants to put a third of my portfolio in them. Thoughts?

4.   Should I spend more money on experience (i.e. traveling for the holidays) or things (i.e. automobiles)?

5.   Why can't I make money investing despite my pedigree?

6.   My son wants to go into wealth management, but has no interest in money. He enjoys investing, but doesn’t appreciate the finer things in life. Will this be a problem if he is trying to win business?

***UPCOMING LIVE WEBINAR: Thursday, November 26th at 8:30am (New York time) featuring Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Manamgement based in New York. Jonathan will be speaking on the very important topic of “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End” Register here: https://us02web.zoom.us/webinar/register/WN_J1HPzyczQG6YIJen2Vvgvg

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by K. Eli Akhavan who is a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli will discuss the very important topic of "“International Estate Planning - Traps for the Unwary."

This program will discuss the main issues of concern when representing and advising foreign clients with assets or beneficiaries in the United States and will also address the traps and pitfalls of having a non-citizen spouse that is a US green card holder. The session will offer actionable and practical advice to ensure that clients are advised properly and will also identify areas of risk and how to navigate around them. Issues to be discussed include tax pitfalls and solutions for foreigners owning real estate and financial assets in the United States, foreigners making gifts to US persons, and gifts and bequests to non-citizen spouses. 

***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (EST) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”

Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.